Institutional shares held 388 Million
0 calls
0 puts
Total value of holdings $30.5B
$0 calls
$0 puts
# of Institutions 1,348


Latest Institutional Activity in BSV

Top Purchases

Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 2.56M ($201M)
Q1 2025
First Merchants Corp Shares Held: 737K ($57.8M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 846K ($66.4M)
Q1 2025
True Link Financial Advisors, LLC Shares Held: 2.04M ($160M)
Q1 2025
Penserra Capital Management LLC Shares Held: 602K ($47.2M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 53.8M ($4.22B)
Q1 2025
Sofi Wealth, LLC Shares Held: 282 ($22.1K)
Q1 2025
Truist Financial Corp Shares Held: 1.13M ($88.7M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 39.5K ($3.1M)
Q1 2025
Kwmg, LLC Shares Held: 125K ($9.81M)

About BSV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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